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New Leadership, New Direction

Shaping Your Financial Strategies for 2025

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What You'll Learn

  • Tax Cuts Set to Expire After 2025: Assessment and action steps to consider implementing now.
  • Market Volatility: Post-election market reactions and what that means for your long-term strategy.
  • Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
  • Healthcare Costs: Will there be increases and how much can you really expect to pay?
  • Income Streams: Generating reliable and predictable income to last your lifetime.
  • Maximizing Your Social Security: Timing to make the most of your benefits and your spouse’s future.
  • Estate Taxes and Legacy Planning: Securing your legacy for generations.

Featured Speakers

Jon Maxson, CEO; Dan Benson, Exec. VP; and Pete Benson, Senior Partner

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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This event is best suitable and intended for those who are 45 years of age or older AND have at least $100 thousand or more in savings. This event is for first time attendees, if you have attended in the past, please call our office prior to registration. 615-224-9794